See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,824 | $133,922+35.8% | $116,228+56.4% | $142,382+27.7% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 10.99% | 147.76%-136.8pp | 90.06%-79.1pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,550 | $3,446-26.0% | $2,994-14.8% | $4,299-40.7% |
| Participant deferral / active EE | $8,360 | $5,672+47.4% | $4,953+68.8% | $6,507+28.5% |
| Admin fee / account holder | $5,668 | $14,945-62.1% | $11,989-52.7% | $12,624-55.1% |